Position in SYM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,392,877
+$2,169,004 QoQ
Shares Held
520,420
+30.4% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 414 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Derivatives in SYM
reported options exposure · as of Dec 31, 2025CallValue
$657,118
CallShares
11,044
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UBS Group AG holds $11,720,774,220 across 74 Specialty Industrial Machinery names. SYM ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,243,158 | $2,234,214,483 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889,093 | $2,219,419,798 | |
| 3 | ROK |
Rockwell Automation, Inc
|
2,183,669 | $1,081,090,844 | |
| 4 | PH |
Parker-Hannifin Corp
|
994,945 | $973,175,600 | |
| 5 | EMR |
Emerson Electric Co
|
6,784,729 | $971,233,951 | |
| 6 | CMI |
Cummins Inc
|
801,711 | $571,788,301 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,784,515 | $482,657,768 | |
| 8 | FLS |
Flowserve Corp
|
5,649,681 | $418,980,341 |
All Filings in SYM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,392,877 | 520,420 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,223,873 | 398,945 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $53,578,203 | 900,474 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $657,118 | 11,044 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $59,601,001 | 1,105,770 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $35,129,062 | 904,223 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,547,565 | 917,742 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $76,798 | 3,800 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $23,200,636 | 978,517 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,525,865 | 144,562 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,787,603 | 50,842 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,889,520 | 108,656 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,836,568 | 94,225 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,709,091 | 110,951 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,143,193 | 96,781 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $708,930 | 31,039 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $432,609 | 36,232 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $223,997 | 19,478 | Shares | Sole | 2022-11-10 | |
| 2021-12-31 SVFC | — | 1,214 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 SVFC | — | 3,757 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 SVFC | — | 100 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||